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Workers who are unprepared for retirement are five times as likely as those who are prepared to cite high living expenses as a barrier to retirement planning. They...

Tina Ambrozy, president of sales and distribution at Nationwide, warns of a major disconnect between what consumers think their Social Security benefit will be—and what this amount will...

“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management...

A tax court found that the Commissioner of Internal Revenue’s report, which was prepared by an actuary, was in line with actuarial practice in calculating the annual benefit...

A complicated decision out of a Virginia district court weighs the merits of third-party expert commentary in ERISA litigation, in this case pertaining to an allegedly improper ESOP...

A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts.

During a media call about the Employee Benefit Research Institute's latest Retirement Confidence Survey, sources shared ways retirement plan sponsors and advisers can help retirement savers feel more...

The report is being generated by MassMutual’s Defined Benefit actuarial and investment consultants with the goal of helping sponsors maintain an integrated actuarial and investment policy to manage...

The report identifies asset managers and several states’ public pension systems as institutions that have all taken action regarding gun manufacturer investments.

“As they ready their portfolios for the end of the 'Goldilocks' market, U.S. institutions are integrating ETFs more deeply into their portfolio management and investment strategies,” says Andrew...

The new guidance addresses ESG investment considerations under investment policy statements and when choosing QDIAs.

An analysis from the American Institute of CPAs shows how clients can use their recently filed tax returns to map out a more efficient budget and investing plan...

Retirees are less likely than last year to feel confident in their ability to handle basic expenses and feel less confident in their ability to handle medical expenses,...

Eight in 10 DC plan participants are very or somewhat interested in an in-plan investment option that would guarantee monthly income for life in retirement, and the same...

The agency says this consultation will assist it and the plan sponsor in exploring whether a waiver of one or more filing obligations is appropriate, identifying potential issues...

A new analysis from Corporate Insight underscores the continued proliferation of “responsive design” within retirement plan service providers’ web offerings—benefiting plan participants and sponsors.

The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income...

Wealth Management Solutions Firm Joins Kestra Financial; AXA Hires Executive for Life, Retirement and Wealth Management Business; T. Rowe Price Expands Retirement Plan Services Team with New Hires;...

Under the Bipartisan Budget Act of 2018, the bicameral committee is charged with improving the solvency of multiemployer pension plans and the Pension Benefit Guarantee Corporation.

This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.